Nvidia vs. Micron: Which Is the Better AI Semiconductor Stock to Own for the Next 5 Years?
Micron has outperformed Nvidia over the past year, but that could change over the next five.
Overview
Artificial intelligence (AI) infrastructure stocks are still one of the biggest driving forces in the market. While Nvidia (NASDAQ: NVDA) helped lead the early charge, other stocks, like Micron (NASDAQ: MU), have greatly outperformed the AI leader over the past year.
Let's dive into both AI stocks to see which one looks set to outperform over the next five years.
Details
Nvidia was the first big AI winner, and the advantages the company established remain in place today. Meanwhile, despite its massive size, the company continues to put up incredible growth. In Q2 2027, it more than doubled its revenue to a whopping $96.2 billion, with 117% growth in its data center segment. Meanwhile, it projected growth of 89% next quarter and 70% for fiscal 2028 (ending January 2028), while saying it remains capacity-constrained. In other words, it would be growing even faster if it could make more chips.
Source
Originally published at www.fool.com.